Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F
Here's everything you need to know about his recent 13FTop positions:โข SpaceX $SpaceX(SPCX.US): 18,914,205 shares, $3,231,681,066โข Amazon $Amazon(AMZN.US): 904,038 shares, $215,468,417โข Oscar Health $Oscar Health(OSCR.US): 6,343,617 shares, $180,919,957โข Shopify $Shopify (SHOP.US): 895,817 shares, $102,284,385โข Figma $Figma(FIG.US): 4,396,636 shares, $79,535,145New positions:โข $SpaceX(SPCX.US), $Amazon(AMZN.US) โ both new this filingFull exits:โข $Carvana(CVNA.US) (was 226,761 shares, $71,289,123)โข $Stubhub - CL(STUB.US) (was 68,745 shares, $428,969)Summary: SpaceX is now 84.8% of the entire public book
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- W
$Oscar Health(OSCR.US) Q2 EARNINGS MASSIVE DOUBLE BEAT ๐ฅ
EPS: $1.10 vs $0.49 estSales: $4.882B vs $4.751B estQ2 Total Members 2.963M Affirmed FY2026 Sales Guidance๐ฉ +12.55% - H
$Oscar Health(OSCR.US) | Barclays ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก ๐๐ง๐. to ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ from $๐๐
- H
๐จ Pre-market buzz!
$Solidion Tech(STI.US) $ChargePoint(CHPT.US) $Oscar Health(OSCR.US) $Unitedhealth(UNH.US) $Microchip Tech(MCHP.US) $Costco Wholesale(COST.US) $NU Holdings(NU.US) $RTX(RTX.US) $Palantir Tech(PLTR.US) $Redwire(RDW.US) $C3.AI(AI.US) $Intel(INTC.US) $AMD(AMD.US) $Qualcomm(QCOM.US) $Veeva Systems -CL(VEEV.US) $Micron Tech(MU.US) $Ciena(CIEN.US) $Marvell Tech(MRVL.US) $CrowdStrike(CRWD.US) $Five Below(FIVE.US) $Petco Health and Wellness(WOOF.US) $Broadcom(AVGO.US) $Netskope(NTSK.US) $PVH(PVH.US) - H
$Oscar Health(OSCR.US) | Wells Fargo ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก to ๐๐ช๐ฎ๐๐ฅ ๐๐๐ข๐ ๐ก๐ญ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst sees better-than-feared exchange market trends and is more comfortable with the 2026 trajectory, but flags low visibility beyond that. - W
Talk about a snipe ๐ฏ
$Oscar Health(OSCR.US) now +100% since the CEO's $12M buy in early April ๐ข - H
$Oscar Health(OSCR.US) | ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก: Jefferies ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐ญ๐จ ๐๐จ๐ฅ๐, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees improving pricing discipline and favorable enrollment trends, but flags fragile HIX market limiting upside.Source: Hardik Shah
